See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,690 | $157,256-63.3% | $141,162-59.1% | $152,861-62.3% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 26.75% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,122 | $5,261-78.7% | $4,735-76.3% | $4,762-76.4% |
| Participant deferral / active EE | $6,348 | $7,109-10.7% | $6,709-5.4% | $5,850+8.5% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |